统计显示，成交金额最多的是海天瑞声，共有9笔大宗交易，合计成交量为38.30万股，成交金额合计 3830.00万元；其次是光云科技、富创精密，今日大宗交易金额分别为2491.62万元、2093.60万元。 证券时报·数据宝统计显示，7月18日共有16只科创板股发生大宗交易，合计成交31笔，累计成交量 483.67万股，成交额合计1.71亿元。 16只科创板股大宗交易平台今日发生交易，合计成交1.71亿元。 | 代码 | 简称 | 成交笔 | 大宗交易数量 | 平均成交价格 | 相对收盘价折溢价 | 大宗交易金额 | | --- | --- | --- | --- | --- | --- | --- | | | | 数 | （万股） | （元） | （%） | （万元） | | 688787 | 海天瑞 声 | 9 | 38.30 | 100.00 | -14.75 | 3830.00 | | 688365 | 光云科 技 | 7 | 172.43 | 14.45 | -14.95 | 2491.62 | | 688409 | 富创精 | 2 | 40.00 | 52.34 | -0.49 | 2093.60 ...

随着具身智能技术加速突破，人形机器人在物流及智能制造领域的应用正从概念走向现实。 通过融合 AI大模型、高精度运动控制与多模态感知能力，具身智能机器人已能胜任分拣、搬运、仓储巡检等复 杂任务，成为提升作业效率、降低人力成本的关键解决方案。行业预测显示，全球物流机器人市场规模 将在未来五年内实现倍数增长，而具备拟人化操作能力的人形机器人更被视为下一代柔性自动化的重要 载体，技术商业化前景广阔。 鹿明机器人LumosLUS2全尺寸人形机器人 德马科技是一家智能物流装备全产业链的科技创新企业，业务已遍布全球30多个国家和地区，在海外拥 有澳大利亚、美国、罗马尼亚等3家区域工厂及覆盖全球的6家子公司，营销服务网络覆盖全球。围绕着 AI+IoT技术进行智能装备产品的技术创新和应用创新，德马科技为全球客户提供从电商快递到工业智 造等多个领域的智能物流和数字能源的核心部件、整机产品和解决方案服务。 近年来，全球物流领域对自动化需求的激增，为具身智能技术提供了商业化落地的绝佳场景;物流行业 中普遍存在的非结构化的场景（如狭窄通道、异形货物）和全球性的劳动力短缺问题为人形机器人提供 了广阔的应用空间。 对于此次合作，鹿明机器人 ...

真实场景数据稀缺制约行业发展，数采中心或为解决路径。 7月9日，德马科技与智元机器人合作建立全球首家具身智能人形机器人物流训练工厂，部署数十台人形 机器人开展真实物流场景（搬运、拆箱、分拣等）的数据采集与训练。 企业、政府争相落地 去年下半年以来，具身智能数据采集厂密集落地。 企业率先搭建数据采集中心，如智元机器人数据采集中心于去年9月启用，帕西尼主导建设的具身智能 超级数据工厂于今年6月投入运营。 之所以要采集数据，是因为人形机器人在落地场景之前，需逐步学习并优化技能。 通常而言，单个场景的训练就可能需要百万量级的数据，但是行业早期缺少高质量且格式统一的数据 库，从而制约了机器人泛化能力的提升。 为了突破数据困境，行业内出现了两种思路。民生证券研究指出，其一，以英伟达、银河通用为代表的 企业试图通过仿真数据的方式，生成数据用于机器人训练；其二，以智元机器人为代表的企业建立大规 模数据采集厂以收集高质量的真实场景数据，再寻求合适的比例将真实数据与仿真数据混合，以实现较 优的训练效果。 此前在6月，合肥市具身智能机器人数据采集预训练场启用，帕西尼具身智能超级数据工厂也投入运 营。 数据被认为是具身智能的"卡脖子 ...

Group 1 - The stock of DeMa Technology (688360) has a comprehensive score of 57.68, indicating a strong performance [1] - The main cost analysis shows the following prices: current main cost at 19.31 yuan, 5-day main cost at 19.09 yuan, 20-day main cost at 18.35 yuan, and 60-day main cost at 17.97 yuan [1][2] - The stock has experienced no limit-up occurrences and one limit-down occurrence in the past year [1] Group 2 - Short-term resistance is at 19.60 yuan, while short-term support is at 18.31 yuan; the mid-term resistance is at 16.85 yuan, and mid-term support is currently unclear [2] - As of July 11, 2025, the net inflow of main funds is 22.96 million yuan, accounting for 10% of the total transaction volume [2] - The financial data indicates earnings per share of 0.17 yuan, operating profit of 0.43 billion yuan, and a sales gross margin of 32.119% [3][2] Group 3 - The stock is associated with various sectors, including General Equipment (0.54%), Digital Twin (0.66%), Lithium Battery (0.11%), and Artificial Intelligence (0.83%) [4]

Core Insights - The stock of 德马科技 (688360) has a comprehensive score of 53.70, indicating a strong performance [1] - The short-term and mid-term trends are currently unclear, with the market waiting for the main capital to choose a direction [2] Price and Cost Analysis - The current main cost is 18.62 CNY, with a 5-day main cost of 18.40 CNY, a 20-day main cost of 18.17 CNY, and a 60-day main cost of 17.23 CNY [1] - The short-term pressure level is at 18.66 CNY, while the short-term support level is at 17.96 CNY [2] Market Activity - On July 1, 2025, the net outflow of main capital was 881.09 million CNY, accounting for 6% of the total transaction volume [2] - There was a net inflow of 51.85 million CNY from large orders, while large orders saw a net outflow of 932.94 million CNY, and retail investors had a net outflow of 271.99 million CNY [2] Financial Performance - The latest financial report indicates earnings per share of 0.17 CNY and an operating profit of 0.43 billion CNY [3] - The net profit reported is approximately 30.90 million CNY, with a sales gross margin of 32.119% [3] Related Industry Performance - The stock is associated with various sectors, including General Equipment (0.35%), Digital Twin (-0.63%), Lithium Battery (0.23%), and Artificial Intelligence (-0.29%) [4]

关于公司高级管理人员辞职的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 德马科技集团股份有限公司（以下简称"公司"）董事会于近日收到公司副 总经理吴中华先生递交的辞职报告，吴中华先生因个人原因申请辞去公司副总经 理职务。辞去副总经理职务后，吴中华先生不再担任公司其他岗位职务。根据《中 华人民共和国公司法》《德马科技集团股份有限公司章程》的规定，吴中华先生 关于公司副总经理的辞职申请自辞职报告送达公司董事会时生效，具体情况如下： 一、高级管理人员离任情况 (一) 提前离任的基本情况 证券代码：688360 证券简称：德马科技 公告编号：2025-024 | 是否继续 | 是否存 | 原定任 | 在上市公 | 在未履 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 离任原 | 姓名 | 离任职务 | 离任时间 | 期到期 | 司及其控 | 行完毕 | 因 | | | 日 | 股子公司 | 的公开 | 任职 | 承诺 ...

Investment Rating - The report assigns a "Buy" investment rating for the company, marking its first coverage [9]. Core Insights - The company is a leading provider of intelligent logistics equipment, with a strong order acquisition ensuring performance growth. It specializes in core components and key equipment for intelligent logistics systems, with significant market presence in various industries including e-commerce and logistics [5][6]. - The company has signed a sales contract worth USD 43.39 million with a subsidiary of Meituan, which accounts for 21.35% of its projected 2024 revenue, providing a solid foundation for future growth [6]. - The company is actively developing humanoid robots for vertical applications in logistics, leveraging its expertise and partnerships to enhance its product offerings in this emerging field [7][8]. Summary by Sections Company Overview - The company is recognized as a leading provider of intelligent logistics equipment, focusing on the research, design, manufacturing, and sales of core components and key devices [5]. - It has established a global manufacturing network, including central factories and local assembly partnerships, serving major clients like Amazon and JD.com [5]. Financial Performance - Revenue has grown from CNY 767 million in 2020 to CNY 1.457 billion in 2024, with a CAGR of 17.41%. Net profit has increased from CNY 66 million to CNY 93 million during the same period, reflecting a CAGR of 8.63% [6]. - The company forecasts net profits of CNY 125 million, CNY 142 million, and CNY 160 million for 2025, 2026, and 2027 respectively, with corresponding EPS of CNY 0.47, CNY 0.54, and CNY 0.61 [9]. Market Position and Strategy - The company is strategically positioned to benefit from the rapid growth of the logistics industry, with a focus on humanoid robots in logistics applications, which are expected to see significant adoption [7][8]. - It has made investments in key robotics firms to enhance its capabilities in precision components and robot manufacturing, aiming to create a comprehensive business model that includes data collection and application in logistics [8].

Group 1 - The core viewpoint of the news is that Dematech has signed a significant sales contract with MercadoLibre, amounting to approximately $43.39 million, which is expected to enhance the company's revenue and support its global expansion strategy [1] - The contract with MercadoLibre is a major order for Dematech in the first half of the year, with the contract value close to the company's projected revenue for Q1 2025 [1] - MercadoLibre is recognized as the largest e-commerce ecosystem in Latin America, operating across 18 countries, which presents a substantial market opportunity for Dematech [1] Group 2 - Dematech has established itself as a leading smart logistics equipment company in China, with a complete industrial chain and over a decade of experience in global expansion [2] - In 2024, Dematech's overseas business generated revenue of approximately $3.79 billion, marking a year-on-year growth of 24.79%, contributing to 26% of the company's total revenue [2] - The company has launched a "Globalization 2.0 Strategy" aimed at enhancing its overseas market penetration through a localized service model [2] Group 3 - Under the Globalization 2.0 Strategy, Dematech has secured a contract for the SHEIN US B4 smart logistics project, valued at approximately $23.50 million, establishing a benchmark in North America [3] - The company is expanding its global marketing and manufacturing network by establishing service centers and local assembly factories in multiple countries [3] - The growth of the cross-border e-commerce market, particularly in emerging markets like Latin America and Southeast Asia, is driving the demand for smart logistics solutions, positioning Dematech favorably in the global market [3]

Core Viewpoint - The company has signed a significant sales contract with MercadoLibre, Inc. for the provision of intelligent logistics cross-belt sorting systems and related services, amounting to a total of $43.3888 million [1][3]. Group 1: Contract Details - The contract is categorized as a routine operational contract and does not involve related party transactions [1]. - The contract was signed with a subsidiary of MercadoLibre, Inc., which is the largest e-commerce ecosystem in Latin America, covering 18 countries [1]. - The contract will take effect upon signature or seal by both parties and will be executed according to the agreed terms [3]. Group 2: Financial Impact - The execution of this contract is expected to have a positive impact on the company's operating performance in subsequent periods, although it will not significantly affect the current period's performance [2][3]. - The specific impact on financial results will be determined based on the audited financial reports for the relevant years [2]. Group 3: Risk Analysis - The contract includes clear stipulations regarding payment schedules, rights and obligations, and breach of contract responsibilities [3]. - While both parties have the capacity to fulfill the contract, there are potential risks due to external macroeconomic changes, policy adjustments, and shifts in customer demand [4].

证券代码：688360 证券简称：德马科技 公告编号：2025-023 德马科技集团股份有限公司 关于自愿披露签署日常经营重大合同的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示: 1 合同类型：日常生产经营相关的销售合同（简称"合同"或"本合同"） 合同金额：合计 4,338.88 万美元 合同生效条件：经合同双方签字或盖章后生效 合同履行期限：按照合同约定履行 对上市公司当期业绩的影响：本合同的履行，预计不会对当期业绩产生 重大影响。随着项目的实施和验收，预计将对德马科技集团股份有限公 司（以下简称"公司"）相关期间经营业绩产生积极影响，具体影响情 况以相关年度经审计的财务报告为准。本合同的履行不会对公司业务的 独立性产生影响，公司不会因履行本合同而对上述合同对方形成依赖。 合同履行中的重大风险及重大不确定性：本合同已对合同金额、支付进 度安排、双方权利及义务、违约责任等作出明确约定，合同双方亦均具 有履约能力，但仍存在因外部宏观环境发生重大变化、国家有关政策变 化、客户需求变化以及其他不可预见或不 ...